Kev tshaj xov xwm tej zaum yuav yog qhov kev tsim kho tshiab tshaj plaws ntawm lub xyoo pua 21st. Xyoo 2022, yog tias ib qho kev tshwm sim tsis ua rau kev noj qab haus huv, nws yeej tsis tshwm sim tiag tiag, zoo li tsob ntoo uas ntog hauv hav zoov uas tsis muaj ib puag ncig hnov nws.
Tab sis 20 xyoo tom qab Friendster ncaws tawm kev lag luam, lwm yam tau paub meej txog kev sib raug zoo: Nws tsis yog kev lag luam zoo. Raws li ib txwm accounting metrics,
Snapchat
niam txiv Snap (ticker: SNAP) yeej tsis tau txais txiaj ntsig puv xyoo.
Twitter
(TWTR) tsuas muaj ob xyoos tau txais txiaj ntsig los qhia rau nws nyob ze kaum xyoo ua ib lub tuam txhab pej xeem.
Pinterest
(PINS) thaum kawg tau nyiaj hauv 2021, tab sis Wall Street kwv yees rov qab los rau kev poob xyoo no.
Rau ntau ntawm nws lub neej, kev lag luam kev tawm tsam tau npog los ntawm
Facebook
's
kev tswj hwm. Facebook.com tau dhau los ua tib neeg kev ua haujlwm. Nws yog lub tswv yim ci ntsa iab uas tau ua tiav zoo kawg nkaus. Nws pab tsis tau tab sis ua kom tau nyiaj. Tab sis nyob rau hauv retrospect, Facebook tsis yog txhua yam uas txawv ntawm ib tug fad noj. Nws ua rau sawv daws zoo siab; ces nws ua rau peb xav tias txhaum. Thiab thaum kawg, nws feem ntau nres ua haujlwm.
Lub lim tiam dhau los no, Facebook tus neeg sib tw me dua Snap tau hais tias nws tau txiav 20% ntawm nws cov neeg ua haujlwm, lossis kwv yees li 1,200 txoj haujlwm, thaum tshem tawm cov haujlwm tsis tseem ceeb xws li nws lub koob yees duab ya lub npe hu ua Pixy.
"Tam sim no peb yuav tsum ntsib qhov tshwm sim ntawm peb cov nyiaj tau los qis dua thiab hloov mus rau ib puag ncig kev lag luam," sau Snap tus tsim thiab CEO Evan Spiegel hauv tsab ntawv rau cov neeg ua haujlwm.
Meanwhile, Twitter lub neej yav tom ntej yog khi rau hauv Delaware tsev hais plaub, qhov twg nws yuav sim yuam Elon Musk kom ua tiav nws qhov kev yuav khoom ntawm lub tuam txhab, txawm tias nws tsis tu ncua kev lag luam nws tus kheej.
Feem ntau ntawm Phab ntsa Street tau raug ntes tiaj-ko taw los ntawm kev tawm tsam kev tawm tsam. Tab sis tsis yog txhua tus. Rov qab rau xyoo 2017, Brian Wieser ntawm Pivotal Kev Tshawb Fawb tau txo qis Facebook cov khoom lag luam, ua rau nws tsuas yog ib qho ntawm ob tus kws tshuaj ntsuam nrog Kev Muag Khoom ntawm cov khoom lag luam.
"Nrog rau txhua xyoo dhau los, kev tshaj tawm digital tau ze dua rau qhov chaw uas kev lag luam tau saturated," Wieser tau sau rau hauv nws daim ntawv downgrade thaum Lub Xya Hli 2017.
Thaum lub sijhawm, Facebook pauv ntawm $ 172. Cov Tshuag - raws li nws lub npe tshiab Meta Platforms (META) - kaw rau hnub Friday ntawm $ 160, txhais tau hais tias cov tub ua lag luam uas yuav Facebook sib koom tsib xyoos dhau los, thiab tuav, tau poob nyiaj. Nyob rau tib lub sijhawm, koj yuav tau zoo dua ntawm tus kheej
IBM
(IBM), uas nws tus kheej yog cov nyiaj tuag tab sis tsawg kawg tau them nyiaj faib.
Chaw Tsim Tshuaj & Twv Txiaj
(PG), Ford Motor (F), thiab McDonald's (MCD) yog ib qho ntawm cov khoom lag luam uas tau yooj yim dua Facebook tus nqi txaus siab rau tsib xyoos.
Kuv tau hais rau Wieser lub lim tiam dhau los no txog qhov uas txhua tus tau yuam kev thiab cov lus qhia twg peb tuaj yeem kawm los ntawm kev suav tsis raug.
"Dab tsi kuv xav tias ntau ntawm Wall Street thiab, qhov tseeb, feem ntau ntawm cov tuam txhab lawv tus kheej tsis nco qab yog tias lawv yog cov lag luam tshaj tawm," Wieser hais.
Cov tuam txhab kev sib raug zoo tau dhau los ua ib qho piv txwv ntxiv ntawm kev pib ua haujlwm thov tias thev naus laus zis tuaj yeem hloov pauv cov hauv paus ntawm kev lag luam. Xav
WeWork
hauv vaj tse,
Teladoc Kev Noj Qab Haus Huv
(TDOC) hauv tshuaj, thiab Peloton Sib tham sib (PTON) hauv kev qoj ib ce. Raws li peb tau kawm nyob rau hauv lub xyoo dhau los, kev ua lag luam qhov tseeb nws thiaj li tseem trump technology.
Wieser hais tias nws cov ntug npog Facebook yog nws qhov kev paub dhau los ntawm lub koom haum tshaj tawm ua ntej nws mus ua haujlwm ntawm Wall Street. Nws yeej tsis pom qhov tseeb tias cov nyiaj tau los tshaj tawm hauv lub sijhawm loj hlob roughly nyob rau hauv txoj kab nrog tag nrho cov khoom siv hauv tsev kho rau kev nce nqi. Qhov ntawd txhais tau tias kev loj hlob ze li 5%. Nws hais tias "Cov tub lag luam kev cia siab rau qhov ua tau ntev ntawm 20% lossis 30% kev loj hlob tsis muaj tseeb thiab tsis muaj kev vam meej," nws hais.
Meanwhile, social-media tuam txhab uas muag nyiam mus yuav rau hauv lawv tus kheej li kev lag luam. Thoob plaws Silicon Valley, Wieser hais tias, "lawv tsis tas yuav saib xyuas lossis saib xyuas kom nkag siab txog kev tshaj tawm. Lawv ua tiav txawm tias lawv tus kheej hauv kev tshaj tawm. "
Thaum Snap mus rau pej xeem hauv 2017, lub tuam txhab tau sau nws tus kheej "lub tuam txhab lub koob yees duab" hauv thawj kab ntawm nws daim ntawv tshaj tawm. Cov lus piav qhia no tseem ua rau lub tuam txhab tshaj tawm txhua xyoo, txawm tias tib daim ntawv tshaj tawm, "Peb tsim tag nrho peb cov nyiaj tau los ntawm kev tshaj tawm."
Wieser tawm ntawm Wall Street hauv 2019 thiab tam sim no ua tus thawj tswj hwm thoob ntiaj teb ntawm Kev Txawj Ntse rau Kev Lag Luam
WPP
's
(WPP) ad buyer GroupM. Thaum Meta Tshuag tseem poob qis, cov kws tshuaj ntsuam tau cuam tshuam rau qhov kev xav tias nws tseem muaj kev cuam tshuam. Plaub caug ntawm 56 tus kws tshuaj ntsuam npog Meta tseem ntsuas cov Tshuag ntawm Kev Yuav lossis nws qhov sib npaug, raws li FactSet. Tseem muaj ob tug Muag. Tus nqi nruab nrab lub hom phiaj yog $ 221, ntau dua 35% saum toj no theem tam sim no.
Rosenblatt Securities tus kws tshuaj ntsuam Barton Crockett muaj ib qho ntawm 14 Tuav kev ntaus nqi, tab sis nws tsuas yog ib qho ntawm peb tus kws tshuaj ntsuam uas nqa tus nqi lub hom phiaj hauv qab Meta tus nqi tam sim no. Nws lub hom phiaj $156 implies downside ntawm 2.5%.
Crockett hais tias "Rau ntau ntawm kev tshaj xov xwm, peb tab tom dhau los ntawm qhov mob tab sis tsis tuaj yeem, thiab thaum kawg noj qab haus huv, txheej txheem ntawm kev hloov pauv ntawm juggernaut mus rau kev lag luam," Crockett hais. "Thiab qhov peb tab tom pom yog ntau theem ntawm kev tsis lees paub, thiab thaum kawg kev lees paub, ntawm qhov tsis muaj peev xwm."
Snap cov lus tshaj tawm txog tus nqi txiav tawm lub lim tiam dhau los no-thiab cov tshem tawm nws lub koob yees duab Pixy ya- yog nws "juggernaut rau lub sijhawm ua lag luam," Crockett hais. "Lawv tsom mus rau qhov tseem ceeb, qhov twg lawv tuaj yeem xav tias lawv tau rov qab los."
Meta, ntawm qhov tod tes, tseem xav zoo li juggernaut uas tuaj yeem kov yeej kev lag luam los ntawm kev teev. Niaj hnub no, Facebook nce mus txog kwv yees li peb txhiab tus neeg, tab sis kev loj hlob ntawm cov neeg siv tau nres.
Crockett hais tias lub tuam txhab qhov kev xav tsis thoob - ntawm qhov kev siv nyiaj ntawm nws qhov tseeb tshaj tawm - "yog qhov cim ntawm kev tsis kam lees thiab nyob nrog koj yog leej twg, uas yog kev lag luam."
Social-media cov ntseeg yuav taw tes rau TikTok yog qhov tshiab tom ntej. Tab sis TikTok yog lwm qhov kev lag luam tshaj tawm uas tsis zoo li yuav khoov qhov nkhaus mus ntev ntawm kev siv nyiaj tshaj tawm.
Muaj twb tau qhia tias TikTok qhov tseem ceeb ntawm cov yeeb yaj kiab luv luv, thaum ntxiv rau cov neeg siv, yuav tsis hloov txhua yam zoo rau ad nyiaj. Hauv tsab ntawv ceeb toom tsis ntev los no hu ua "Puas TikTok Ruined Internet?" Bernstein cov kws tshuaj ntsuam nco ntsoov tias TikTok tsim tawm ob feem kaum ntawm ib xees rau txhua tus neeg siv feeb siv hauv Asmeskas piv rau 1.4 xees rau Facebook thiab ib nrab ib xees rau YouTube.
"Tsis muaj leej twg nyiam hloov pauv, tab sis hauv internet, nws hloov zuj zus lossis tuag," sau Bernstein kws tshuaj ntsuam. "Tab sis yuav ua li cas yog tias muaj qee yam tsis txaus ntseeg tshwm sim ua rau puas tsuaj rau kev tshaj tawm kev lag luam, tus tsim kos duab, thiab cov neeg siv khoom txaus siab nyob rau hauv txoj kev ... txhua yam xav tau rau qhov tom ntej no 15-thib ob?"
Bernstein hais tias "nyob twj ywm" rau cov lus teb, tab sis kuv xav tias peb twb paub dab tsi tshwm sim tom ntej.
Sau rau Alex Eule ntawm [email tiv thaiv]
Tau qhov twg los: https://www.barrons.com/articles/facebook-and-snap-stock-are-both-cheap-why-shares-may-still-struggle-51662166821?siteid=yhoof2&yptr=yahoo